State of the Markets

Luke Johnson is a British entrepreneur and Chairman of Risk Capital Partners. Former chairman of the Pizza Express chain, the Royal Society of Arts and Channel 4. He is the part owner and chairman of Gail's Artisan Bakery and Feng Sushi among other businesses. He is a former owner of The Ivy, Le Caprice and J Sheekey restaurants and a former part owner of Giraffe Restaurants. He also serves on the...

State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

Dan Denning is the co-author of The Bonner-Denning Letter. Along with his co-author Bill Bonner, Dan writes about the stock market, classical economics, and classical liberal values like sound money, limited government, and the rule of law. He began his financial publishing career in 1997 and has lived and worked in London, Paris, and Melbourne. He can be found on Twitter https://www.twitter.com/d...

BBC: Coronavirus How Scared should we be? https://www.bbc.co.uk/news/health-52758024 Tim's Investment Commentary: https://bit.ly/2WWv2gU The Thing https://www.imdb.com/title/tt0084787/ The Thing Bot https://twitter.com/thething_txt State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/t...

Russell Napier is the Author of "The Solid Ground", an independently published global Macro investment report. Russell is also a Co-Founder of ERIC (www.eri-c.com) the platform for the sale of individually priced investment research. He was a Consultant Global Macro Strategist with CLSA Asia-Pacific Markets for almost twenty years. In 2013, Russell was elected as a fellow of the CFA Institute of t...

P.D. Mangan is a multi-published author with titles including: Dumping Iron: How to Ditch This Secret Killer and Reclaim Your Health Stop the Clock: The Optimal Anti-Aging Strategy Muscle Up: How Strength Training Beats Obesity, Cancer, and Heart Disease, and Why Everyone Should Do It https://twitter.com/Mangan150 https://roguehealthandfitness.com State of the Markets Podcast Paul Rodriguez of htt...

Tim Staermose is Sovereign Man's Chief Investment officer, based in the Asia-Pacific region. Born to a Danish father and British mother in Dar Es Salaam, Tanzania, Tim has led an international life since the day he was born. He has lived and worked throughout Asia, primarily focusing on equity research and emerging market opportunities. https://twitter.com/globalvaluehunt http://globalvaluehunter....

Dylan is an investor, writer and founder of Calderwood Capital, the alternative investment boutique. Prior to founding Calderwood he helped design, build and establish the investment architecture for liquid investments at one of the largest Family Offices in Europe, based in Switzerland. He started his career in London as an economist at Kleinwort Benson before moving to Societe Generale, where he...

“Ganderflanker on the loose” https://twitter.com/praxeologue https://www.cobdencentre.org/author/jonathan-escott/ Media picks: The Science & Ethics of 'Tiger King' https://www.youtube.com/watch?v=g-KTxt_wQKU Lions of Libery https://bit.ly/2KIJQcj Better Call Saul https://g.co/kgs/DFU3cV Argo https://www.imdb.com/title/tt1024648/?ref_=fn_al_tt_1 Coronavirus and 'merica  https://gen.medium....

Tim's links: https://www.youtube.com/watch?v=xfLVxx_lBLU https://www.telegraph.co.uk/news/2020/04/25/sweden-succeeds-lockdownswill-have-nothing/ Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

Recorded 24th March 2020 Glen Goodman was an ITV news reporter who traded the markets for extra cash - until one day he realised he was a successful trader who did TV reporting for extra cash. He famously turned a £3,000 trade into £100,000 by betting there would be a financial crash in 2008, an experience he later recounted in The Times. He is now regularly interviewed by the media including the...

https://www.youtube.com/watch?reload=9&v=jsV_YXq-1x4 Danielle DiMartino Booth on the new Great Depression https://twitter.com/CNBC/status/1248323677898366978 - The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” Dr Shiva Ayyadurai Boosting Immune system (Hat Tip @AndyHumphre...

recorded 26th February 2020 Gregory Wrightstone is a geologist with more than 35 years of experience researching and studying various aspects of the Earth's processes. He earned a bachelor's degree from Waynesburg University and a master's from West Virginia University, both in the field of geology. He has written and presented extensively on many aspects of geology including how paleogeography an...

https://www.newstatesman.com/america/2020/04/why-crisis-turning-point-history Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts availabl...

(recorded 1st March 2020) Anton is a Global macro asset management with an Emerging Markets undertone based on risk factor investing, exploring core trends, using nonconventional economics, cross-discipline ideas and basic common knowledge. Previously, more than 20 years of experience in New York, London and Asia as a trader, portfolio manager and head of thematic research. I am an independent con...

State of the Markets Podcast https://lawliberty.org/where-will-the-coronavirus-lead-us/   Dalrymple “You have power over your mind - not outside events. Realize this, and you will find strength.” “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.” - Marcus Aurelius, 'Meditations'. Paul Rodriguez of https://ThinkTrading.com https://twitter.com/pro...

(recorded 16th February 2020) The Balfour Capital Group in its current form is a family office that manages capital using a Discretionary Macro strategy implemented through managed futures. We are currently obtaining licences in Hong Kong, the United Kingdom and the United States to allow us to manage money for other family offices and HNWIs. https://twitter.com/adbalfour State of the Markets Podc...

Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

#89 Craig Drake (recorded 9th February) Craig Drake is a co-founder and director of Labarde Management, a deliverable foreign exchange broker. While as a business offering FX liquidity to global clients, Labarde Management is on the face of it a very different one to Price Value Partners, it is a business rooted in a similar ideology. There is no lack of other operators in our respective market pl...

State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings. https://capitalistexploits.at/author/chris-macintosh/ Twitter ht...

State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice

Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman. In his personal life, Piet is an avid art enthusiast, and enjoys ul...

http://www.shadowstats.com/alternate_data/inflation-charts Extra Tim(e) Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice

Eddie Hobbs is probably best known for co-writing and presenting RTE’s 2005 blockbuster Rip Off Republic a hard-hitting polemic that closely examined how Ireland is run. He’s also presented RTE’s award winning personal finance series Show Me The Money, entertainment programme 30 Things to do with your SSIA, The Consumer Show and My Civil War. He has written four bestselling books on personal finan...